Legal & General Group
SMAR

Legal & General Group’s Smartsheet Inc. SMAR Stock Holding History

Legal & General Group’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-148,174
Closed -$8.3M – 3405
2024
Q4 		$8.3M Buy
148,174
+8,206
+6% +$459K ﹤0.01% 1292
2024
Q3 		$7.75M Buy
139,968
+6,599
+5% +$320K ﹤0.01% 1334
2024
Q2 		$5.88M Buy
133,369
+4,099
+3% +$163K ﹤0.01% 1436
2024
Q1 		$4.98M Buy
129,270
+2,937
+2% +$128K ﹤0.01% 1520
2023
Q4 		$6.04M Sell
126,333
-17,432
-12% -$743K ﹤0.01% 1411
2023
Q3 		$5.82M Sell
143,765
-763
-0.5% -$31.3K ﹤0.01% 1364
2023
Q2 		$5.53M Buy
144,528
+20,134
+16% +$871K ﹤0.01% 1405
2023
Q1 		$5.95M Buy
124,394
+9,879
+9% +$430K ﹤0.01% 1328
2022
Q4 		$4.51M Sell
114,515
-1,548
-1% -$52.8K ﹤0.01% 1454
2022
Q3 		$3.99M Sell
116,063
-553
-0.5% -$18.7K ﹤0.01% 1475
2022
Q2 		$3.67M Buy
116,616
+3,665
+3% +$152K ﹤0.01% 1580
2022
Q1 		$6.19M Buy
112,951
+1,483
+1% +$84.7K ﹤0.01% 1405
2021
Q4 		$8.63M Buy
111,468
+304
+0.3% +$21.2K ﹤0.01% 1291
2021
Q3 		$7.65M Buy
111,164
+25,703
+30% +$1.89M ﹤0.01% 1316
2021
Q2 		$6.18M Sell
85,461
-85,098
-50% -$5.31M ﹤0.01% 1437
2021
Q1 		$10.9M Sell
170,559
-2,499
-1% -$175K ﹤0.01% 1158
2020
Q4 		$12M Sell
173,058
-12,437
-7% -$729K ﹤0.01% 1017
2020
Q3 		$9.17M Buy
185,495
+9,087
+5% +$439K ﹤0.01% 1047
2020
Q2 		$8.98M Buy
176,408
+106,881
+154% +$5.44M ﹤0.01% 1033
2020
Q1 		$2.89M Buy
69,527
+483
+0.7% +$21.9K ﹤0.01% 1414
2019
Q4 		$3.1M Buy
69,044
+8,680
+14% +$359K ﹤0.01% 1592
2019
Q3 		$2.17M Buy
60,364
+34,736
+136% +$1.65M ﹤0.01% 1685
2019
Q2 		$1.24M Sell
25,628
-15,531
-38% -$660K ﹤0.01% 1892
2019
Q1 		$1.68M Buy
41,159
+2,455
+6% +$84.9K ﹤0.01% 1762
2018
Q4 		$961K Buy
+38,704
New +$962K ﹤0.01% 1913

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legal & General Group's SMAR Position: Q1 2025 in Review

Legal & General Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 148,174 shares — an estimated $8.3M sold.

Legal & General Group first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $12M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Legal & General Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Legal & General Group sold 148,174 Smartsheet Inc. shares in Q1 2025, an estimated $8.3M.
  • Legal & General Group first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Legal & General Group's Smartsheet Inc. position peaked at $12M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Legal & General Group's 13F filing for Q1 2025, filed 15 May 2025.